The Social Impact Collective

Leveraging Wealth and Intention for Change

ABOUT THE COLLECTIVE

INSIGHT & COMMUNITY - PHILANTHROPY & IMPACT INVESTING

Gain Insights.

The Social Impact Collective provides insight at the intersection of values and evidence to help members solve the problems they care most about, in strategic effective ways. The Social Impact Collective leverages the world-class educational assets of Berkeley-Haas, and other leading institutions to guide members toward high-impact choices on their philanthropy and impact investing. We also work with key partners to help members move from insight to action.
The Collective is ideal for high net worth individuals and families who seek:

Insight and guidance from world-class thinkers and doers in social impact.

An intimate community for support, connection, and potential collaboration.

A safe, confidential space free from solicitation.

An approach rooted in values of humility, continuous learning, and commitment to ideals greater than ourselves.

Miramar Farms

Join a Community.

Collective members help craft a community of peers in two ways:

Cohort Membership:
Every spring, a small cohort of 10-15 gather at Miramar Farms in Half Moon Bay, California for our transformative Discovery Weekend. Over that weekend, you will discuss and learn with our faculty and each other, the values and tools you want to bring to your work as a change agent. The cohort continues the learning experience as a group and individually for six weeks through a custom-built online course that guides you as you create a plan that deepens the connection between your values, evidence, and your choices to foster social impact.

Collective Membership:
Upon completion of the online session, cohort members join previous cohort teams under the bigger umbrella of the Collective. In this life-long membership group, you’ll be invited to events on an ongoing basis to share learnings, keep each other accountable and to gain insight from great thinkers at Berkeley, Stanford and other partner institutions.

Increase your Impact.

The Social Impact Collective is an important part of the growing ecosystem of institutions and organizations that help high net worth individuals increase their impact in different ways.
We work closely with a small, hand-picked set of these groups to give our members access to a range of insight-filled events, and the opportunity to explore high quality services that range from wealth management to foundation management.
Collective staff are happy to share details about our partners if you would like more information.

A Few Words from our Members:

"Discovery Weekend was exactly what I was looking for information-wise. The farm was wonderful, the hotel was lovely, the food was perfect, the content and speakers were exceptional, the company and conversation was fun. A great, and very educational, time!!!! Truly, one of the few times in my life that I found a seminar to be 100% worth both the time and money that I put into it."Kent R., Social Impact Collective Class of 2017

Miramar Farms

"I decided to join because my family and I needed guidance in managing and planning ahead for the growth of our family foundation. I had hoped to gain clarity and direction - and I did! It is a definite bonus that I feel my fellow Collective members are people I could network with, learn from or just chat with easily. "Rie R., Social Impact Collective Class of 2017

"The Social Impact Collective takes philanthropy, service and values to a whole new level and addresses a need for which the world has been calling."Doug P., Social Impact Collective Class of 2016

DISCOVERY WEEKEND

A powerful way to leverage wealth & Intention for change

March 9 - 11, 2018
Miramar Farms
Half Moon Bay, California

Membership in the Collective is anchored by a hybrid educational experience that begins with a transformative, in-person weekend together at the inspiring setting of Miramar Farms in Half Moon Bay, California.
Courses in the Discovery Weekend will include:

Clarifying and articulating your personal core values

Lessons from the frontlines of grantmaking

Exercises to build best practices in managing relationships with grantees/investees and co-funders/co-investors

Impact Investing 101

Assessing nonprofit organizations as you consider financial or volunteer support

Measuring social impact

Learning what pioneers in family philanthropy can teach us

Navigating family challenges in giving and impact investing

Members will walk the grounds of the beautiful farm with your fellow members and our faculty to reflect and talk about your values, the tools we provide, and the change you want to make.
The weekend will begin with a group dinner on Friday, March 9, 2018, and conclude by 4pm on Sunday, March 11, 2018.
Members will stay at the Oceano Hotel in Half Moon Bay, and the Collective will provide transit between the hotel, restaurants, and Miramar Farms. All food, beverage, lodging, and transit are covered through your membership contribution.
In the six weeks following Discovery Weekend, our custom-built online course will guide you as you create a plan that deepens the connection between your values, evidence, and your choices to foster social impact. This platform enables you to share information, learn from fellow members, and access tools that shape social impact decisions. Coaches and mentors will also be available. At the conclusion of the online course, you’ll gather with your cohort to share learnings, discuss breakthroughs and shape your community going forward.

FACULTY

2017 Faculty

Laura Tyson

Director

Institute for Business and Social Impact

Haas School of Business

Laura is professor and a former dean of the Haas School of Business and London Business School. She served as Chair of the President's Council of Economic Advisers and later as Director of the White House National Economic Council, the first woman to do both. In the years since, she helped Berkeley-Haas become a pioneer in what is now the booming field of corporate social responsibility and social entrepreneurship.

Paul Brest

Former Dean and Professor Emeritus

Stanford Law School

Paul Brest is a lecturer at the Stanford Graduate School of Business, a faculty co-director of the Stanford Center on Philanthropy and Civil Society, and co-director of the Stanford Law and Policy Lab. Before joining the Stanford Law School faculty in 1969, he clerked for Judge Bailey Aldrich of the U.S. Court of Appeals for the First Circuit and Justice John M. Harlan of the U.S. Supreme Court.

Ben Mangan

Co-Faculty Director, SIC

Executive Director

Center for Social Sector Leadership

Haas School of Business

Ben has served on several nonprofit boards and won numerous awards including Fast Company Social Capitalist of the Year, James Irvine Foundation Leadership Award and Tipping Point Community Award. He holds a Bachelor of Arts from Vassar College and a Master of Public Policy from Harvard University's Kennedy School of Government.

Paula Goldman

Co-Faculty Director, SIC

Global Head of Impact Investing

Omidyar Network

Paula leads a team that seeks to advance impact investing through a combination of investments, strategic partnerships, and thought leadership. Born in Singapore, Paula has lived in eight countries across four continents. She earned a PhD from Harvard University, a masters in public affairs from Princeton, and a BA with highest honors from UC Berkeley.

Fay Twersky

Director, Effective Philanthropy Group

The William & Flora Hewlett Foundation

Fay Twersky is Director of the Effective Philanthropy Group at the William & Flora Hewlett Foundation, overseeing five functions key to the foundation’s strategy, evaluation, learning and overall grantmaking. She previously launched the Impact Planning & Improvement division as a director of the Bill & Melinda Gates Foundation. She was a founding principal of BTW – Informing Change, a strategic consulting firm.

Megan McTiernan

Executive Director

Thomson Family Foundation

Megan McTiernan has 20+ years working on youth and economic security issues. She established the Thomson Family Foundation and identified funding opportunities in workforce development and asset-building. Megan serves on the Asset Funders Network and on the board of Exponent Philanthropy, and IGNITE, which brings nonpartisan political and civic programs to young women and champions women in public office.

Kathy Kwan

Philanthropist

Eustace-Kwan Family Foundation

Kathy Kwan is a local philanthropist who directs the charitable giving for the Eustace-Kwan Family Foundation. Since the Foundation's establishment in 2005, Kathy has sought out and supported high impact, highly leveraged programs and organizations in the education, equity and inclusion, job training and safety net sectors. Kathy has also served as a UCB Foundation Trustee since 2008.

Jason Goldman

Co-founder

G2 Insurance

Jason is a sixth generation San Franciscan and a graduate of the University of California, Berkeley. He is co-founder of G2, an insurance company providing personal, equine, commercial, risk management, employee benefits and life insurance. Jason has continued his passion for giving back through his work with the Northern California Golf Association Foundation and the Jewish Federation. Jason is a board member of the Lisa and Douglas Goldman fund and the Stern Grove Festival Association.

Matthew Goldman

Co-founder

G2 Insurance

Matthew is co-founder of G2, an insurance company providing personal, equine, commercial, risk management, employee benefits and life insurance. He is a graduate of UC Berkeley, where he received a B.A. in Interdisciplinary Studies with a focus on non-profit management and philanthropic theories and practices. He serves as a board member of the Stern Grove Festival Association and the Lisa and Douglas Goldman Fund.

Christine Sherry

Founder

Sherry Consulting

Christine founded and leads Sherry Consulting, a philanthropic advising practice serving individual philanthropists and foundations in all aspects of their philanthropic strategy and analysis. A distinctive focus of her work is field mapping of various philanthropic landscapes, from climate change to global development. Currently, she serves as a Trustee of the Swanson Foundation and the San Francisco Ballet. She is also a Visiting Practitioner at the Stanford Center on Philanthropy and Civil Society. Christine graduated from Stanford University in International Relations and the Humanities Honors program and received her JD from UC Berkeley.